Home › Asset managers › Compare 2024-2025 › Dimensional vs Charles Schwab
Dimensional 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,864 | 13,561 | 1,206 | 97 | 91.8% | 91.8% |
| Board proposals | 13,889 | 12,724 | 1,135 | 30 | 91.8% | 91.8% |
| E&S shareholder proposals | 232 | 165 | 1 | 66 | 99.4% | 93.1% |
| Other items | 743 | 672 | 70 | 1 | 90.6% | 90.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,303 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Charles Schwab |
|---|---|---|---|---|---|---|
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Dacona Smith Director Elections |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Stuart Miller Director Elections |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| LENZ THERAPEUTICS INC. | June 10, 2025 | To elect two Class III directors to hold office until our 2027 annual meeting of stockholders and two Class I directors to hold office until our 2028 annual meeting of stockholders, each until their respective successors are elected and qualified: Class III: Kimberlee C. Drapkin Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| LEXICON PHARMACEUTICALS INC. | June 2, 2025 | Advisory vote to approve the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| LIFE360 INC. | May 27, 2025 | Non-binding, advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE 2024 COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| LIFEVANTAGE CORP. | November 7, 2024 | To approve a non-binding, advisory resolution approving the compensation of our named executive officers; Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| LIGHT & WONDER INC. | June 10, 2025 | To approve an amendment and restatement of the Company's 2003 Incentive Compensation Plan to increase the number of shares of stock authorized for issuance thereunder. Compensation |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| LIGHTBRIDGE CORP. | May 8, 2025 | Approval of an amendment to the Lightbridge Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| LIGHTPATH TECHNOLOGIES INC. | November 20, 2024 | To approve the election of the Class II Directors. The nominees are: M. Scott Faris Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| LIMONEIRA CO. | April 9, 2025 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"). Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 3 funds |
| LINCOLN NATIONAL CORP. | May 22, 2025 | The approval of an amendment to the Lincoln National Corporation 2020 Incentive Compensation Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 11 funds |
| LINDBLAD EXPEDITIONS HOLDINGS INC. | June 4, 2025 | The approval of an amendment to the Lindblad Expeditions Holdings, Inc. 2021 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| LINDBLAD EXPEDITIONS HOLDINGS INC. | June 4, 2025 | The approval, on an advisory basis, of the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| LINDE PLC | July 30, 2024 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| LINEAGE CELL THERAPEUTICS INC. | June 26, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: George Parmer Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: Kenneth R. Lehman Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Approve the Starz 2025 Plan: Approve the Starz Entertainment Corp. 2025 Performance Incentive Plan, to be effective upon completion of the Transactions, if the Transactions are approved. See the section entitled "Proposal No. 7: Approve the Starz 2025 Plan" in the Proxy Statement. Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Harry E. Sloan Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Susan McCaw Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 7 funds |
| LITHIA MOTORS INC. | April 24, 2025 | To approve, by an advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| LITTELFUSE INC. | April 24, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| LITTELFUSE INC. | April 24, 2025 | Election of Directors: Tzau-Jin Chung Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| LL FLOORING HOLDINGS INC. | July 10, 2024 | Company Nominees: Nancy M. Taylor Director Elections |
Board | Contested | FOR 10 funds |
WITHHOLD 1 fund |
| LL FLOORING HOLDINGS INC. | July 10, 2024 | To approve a non-binding advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 11 funds |
FOR 2 funds |
| LOANDEPOT INC. | June 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| LOEWS CORP. | May 13, 2025 | Approve the Loews Corporation 2025 Incentive Compensation Plan Compensation |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| LSB INDUSTRIES INC. | May 15, 2025 | Election of Directors: Jonathan S. Bobb Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| LUCID GROUP INC. | June 5, 2025 | To approve the amendment and restatement of the Lucid Group, Inc. Amended and Restated 2021 Stock Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| LUMENTUM HOLDINGS INC. | November 20, 2024 | To approve the Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 8 funds |
| LYELL IMMUNOPHARMA INC. | May 15, 2025 | Approval, on a non-binding advisory basis, of the compensation of the company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| M/I HOMES INC. | May 14, 2025 | A non-binding, advisory resolution to approve the compensation of the named executive officers of M/I Homes, Inc. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 10 funds |
| MACERICH CO. | June 2, 2025 | Advisory vote to approve our named executive officer compensation as described in our Proxy Statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 10 funds |
| MACROGENICS INC. | May 21, 2025 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| MACROGENICS INC. | May 21, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Marie Chandoha Director Elections |
Board | For | FOR 21 funds |
AGAINST 8 funds |
| MAGNACHIP SEMICONDUCTOR CORP | June 23, 2025 | Advisory (non-binding) vote to approve the compensation of our named executive officers as set forth in the "Executive Compensation" section in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| MAMA'S CREATIONS INC. | July 3, 2024 | To hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| MAMMOTH ENERGY SERVICES INC. | June 11, 2025 | Election of Directors: Paul Jacobi Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| MANHATTAN ASSOCIATES INC. | May 13, 2025 | Election of Directors: Kimberly A. Kuryea Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| MANHATTAN ASSOCIATES INC. | May 13, 2025 | Election of Directors: Thomas E. Noonan Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| MANITOWOC COMPANY INC. | May 6, 2025 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| MAPLEBEAR INC. | May 22, 2025 | To elect the following Class II director nominees: Daniel Sundheim Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 11 funds |
| MAPLEBEAR INC. | May 22, 2025 | To elect the following Class II director nominees: Ravi Gupta Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 11 funds |
| MARATHON OIL CORP. | August 29, 2024 | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 16 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Jessica Hopfield, PhD Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): John DeFord, PhD Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Murali K. Prahalad, PhD Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Sean Cunningham Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARVELL TECHNOLOGY INC. | June 13, 2025 | An advisory (non-binding) vote to approve compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| MASIMO CORP. | September 19, 2024 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 15 funds |
FOR 14 funds |
| MASTEC INC. | May 22, 2025 | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 13 funds |
| MASTECH DIGITAL INC. | May 14, 2025 | The election of two (2) persons as Class II Directors: Ashok Trivedi Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 1 fund |
| MASTECH DIGITAL INC. | May 14, 2025 | The election of two (2) persons as Class II Directors: Nirav Patel Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 1 fund |
| MASTECH DIGITAL INC. | May 14, 2025 | Vote to approve the amendment to the Company's Stock Incentive Plan, as amended and restated (the "Plan"), to increase the number of shares of common stock that may be issued pursuant to the Plan by 800,000 shares, to a total of 6,200,000 shares. Compensation |
Board | For | AGAINST 17 funds |
FOR 1 fund |
| MATCH GROUP INC. | June 18, 2025 | To approve the Match Group, Inc. Amended and Restated 2024 Stock and Annual Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| MAUI LAND & PINEAPPLE COMPANY INC. | May 21, 2025 | TO AMEND THE MAUI LAND & PINEAPPLE COMPANY, INC. 2017 EQUITY AND INCENTIVE AWARD PLAN TO INCREASE THE TOTAL NUMBER OF SHARES RESERVED FOR ISSUANCE BY 800,000 SHARES. Compensation |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| MCKESSON CORP. | July 31, 2024 | Election of eleven directors for a one-year term: Maria N. Martinez Director Elections |
Board | For | AGAINST 12 funds |
FOR 14 funds |
| MEDICINOVA INC. | June 17, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in this proxy. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| MERCHANTS BANCORP | May 15, 2025 | A non-binding, advisory vote on the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 6 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: Laurence E. Katz Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: Nicolaas Vlok Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| META PLATFORMS INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 17 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Feiying Lu Director Elections |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Frank S. Rhee Director Elections |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Howard Hwasaeng Kim Director Elections |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: John Paek Director Elections |
Board | For | FOR 18 funds |
AGAINST 4 funds |
| MICROSOFT CORP. | December 10, 2024 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 17 funds |
AGAINST 15 funds |
| MIDDLESEX WATER CO. | May 20, 2025 | To approve a non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 5 funds |
| MILLER INDUSTRIES INC. | May 23, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| MINERALS T | May 14, 2025 | Advisory vote to approve 2024 named executive officer compensation. Say-on-Pay |
Board | Not determined | AGAINST 22 funds |
FOR 9 funds |
| MINERALYS THERAPEUTICS INC. | May 22, 2025 | Election of Class II directors for a three-year term to expire at the 2028 annual meeting of stockholders: Glenn P. Sblendorio Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| MISTER CAR WASH INC. | May 22, 2025 | Election of the three Class I director nominees named in the Proxy Statement, to serve until the 2028 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified: John Danhakl Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Approval of the Amended and Restated Mobileye Global Inc. 2022 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Amnon Shashua Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Claire C. McCaskill Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Eyal Desheh Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Patrick Bombach Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MODIV INDUSTRIAL INC. | December 11, 2024 | To approve, on an advisory (non-binding) basis, the compensation paid to the company's named executive officers for the year ended December 31, 2023 ("say on pay" vote). Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| MODIVCARE INC | June 17, 2025 | A non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Kenneth L. Shropshire Director Elections |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Laila J. Worrell Director Elections |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Louise Mirrer Director Elections |
Board | For | FOR 6 funds |
AGAINST 9 funds |
| MONARCH CASINO & RESORT INC. | June 6, 2025 | Election of Directors: Yvette E. Landau Director Elections |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | To elect as directors the 10 director nominees named in the Proxy Statement: Nancy McKinstry Director Elections |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| MONTROSE ENVIRONMENTAL GROUP INC. | May 6, 2025 | To elect three Class II directors to our Board of Directors to hold office until the Company's 2028 annual meeting of stockholders, or until their successors are duly elected and qualified: J. Thomas Presby Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| MOODY'S | April 15, 2025 | Advisory resolution approving executive compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| MORGAN STANLEY | May 15, 2025 | To approve the Amended and Restated Equity Incentive Compensation Plan Compensation |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| MOTORCAR PARTS OF AMERICA INC. | September 5, 2024 | To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| MOTOROLA SOLUTIONS INC. | May 15, 2025 | Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 17 funds |
| MOVADO GROUP INC. | June 18, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Proxy Statement under "Executive Compensation". Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| MUELLER IN | May 8, 2025 | To approve, on an advisory basis by non-binding vote, executive compensation. Say-on-Pay |
Board | Not determined | AGAINST 20 funds |
FOR 12 funds |
| MVB FINANCIAL CORP. | May 20, 2025 | To approve on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 3 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2024 | Election of Directors: Donna Soloway Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2024 | Election of Directors: Rick Lazio Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Election of Directors: Joseph G. Caporella Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 10 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.